Reservations II support

Viewing a Customer History and Stats

Viewing a Customer’s Reservation History

1. Find the customer record.

See Searching Customer Records using Customer Management.

2. In the frame at right, click the History tab. You can view the following:

Total value of Purchases to Date

Round Summaries and Reservation Summaries, or Combined Details, broken down by Holes or course (including rounds or reservations which are Cancelled, Played, No Shows (processed or unconfirmed), and in the Future)

3. To view customer history reports for any time range, click any of the following links:

Transactions

Reservations

No Shows

Viewing Customer Statistics

Loyalty Points Details

1. Find the customer record.

See Searching Customer Records using Customer Management.

2. In the frame at right, click the Account tab.
3. Click the Status link.
4. The customer’s Loyalty Balance is listed on the right-hand side of the frame.
5. By selecting/deselecting the Loyalty Points Earn and Redeem check boxes, you can enable/prevent customers from earning/redeeming loyalty points.
6. Save the changes.

Credit Card Information

1. Find the customer record.
2. In the frame at right, click the Account tab.
3. Click the Status link.
4. You can view/enter customer credit card information in the Credit Card and Expires field.

To enter the credit card information when using a Mercury Payment Systems Account, you must have a Magtek IPAD pin pad. Press the PinPad button and when prompted enter the credit card information into the IPAD. Upon completion, the masked credit card number and expiry date will display in the fields. The full credit card number may never be viewed, but charges may be applied through Batch Payments or in the POS if you have the Tender Card on Account permission.

To enter the credit card information when using a ETS Merchant Account, you may enter the credit card information through the integrated ETS user interface. Press the PinPad button and the ETS integrated user interface will be displayed to enter the customer’s credit card information. Upon completion, the masked credit card number and expiry date will display in the fields. The full credit card number may never be viewed, but charges may be applied through Batch Payments or in the POS if you have the Tender Card on Account permission.

5. Save your changes. A masked credit card number will be saved (with some numbers appearing as asterisks). If you would like to view the full credit card number, click View.

NOTE: When the Global Setting for Enforce Credit Card End to End Encryption is enabled, the View button will not be displayed. The full credit card number may never be viewed, but charges may be applied through Batch Payments or in the POS if you have the Tender Card on Account permission.

No Show Bookings

1. Find the customer record.

See Searching Customer Records using Customer Management.

2. In the frame at right, click the History tab.
3. At the far-right, click the No Shows link.

The No Shows report opens in a new window. You can sort by date and time range, and Print a copy of the report.

4. Click Close and return to Customer Management.

Reservation Details

1. Find the customer record.

See Searching Customer Records using Customer Management.

2. In the frame at right, click the History tab.
3. At the far-right, click the Reservations link.

The Reservations report opens in a new window. You can sort by date and time range, and Print a copy of the report.

4. Click Close and return to Customer Management.

Point of Sale Transactions

1. Find the customer record.

See Searching Customer Records using Customer Management.

2. In the frame at right, click the Account tab.
3. Click the Activity link.
4. You can do the following:

To change the transaction date range, click in the From or To fields. Using the pop-up calendar, change the date. Then click. View to refresh frame.